AMEI vs VTI

AMEI vs VTI

Which is better, AMEI or VTI?

Large Cap Value against Large Cap Blend.

VTI has a lower expense ratio. VTI led over 1Y and the full window.

Lower Fees: VTIHigher Returns: VTI

MarketXLS is not an investment adviser. This comparison is generated automatically from market data and is for information only. A Best mark means the better reading on that one measure, not a recommendation to buy.

Side-by-Side Comparison

MetricAMEIVTI
Expense Ratio0.76%0.03%Best
AUM$5M$666.9B
Dividend Yield0.00%1.03%
Holdings323,543
YTD Return+0.58%+12.57%Best
1Y Return+0.58%+17.22%Best
3Y Return (annualized)-+20.87%
5Y Return (annualized)-+11.86%
Volatility (annualized)-12.9%
Max Drawdown-95.0%-19.3%Best
$10,000 over 3.5 years$520$20,057Best
Fund FamilyAmana Mutual Funds TrustVanguard (US)
CategoryEquityEquity
StyleLarge Cap ValueLarge Cap Blend
InceptionJun 24, 2026May 24, 2001

Not shown on this pair: Top 10 Weight.

Volatility and max drawdown, and the $10,000 over 3.5 years row, are measured over the window both funds cover: Mar 27, 2023 to Sep 11, 2026 (3.5 years).

AMEI vs VTI growth

Month-end closes. Both lines start at 0% in the first month shown, so the gap between them is the difference in growth across that window. The full view covers the 3.5 years both funds cover.

AMEI vs VTI Performance

Amana Equity Income ETF (AMEI) is an ETF from Amana Mutual Funds Trust and Vanguard Morningstar Total Stock Market ETF (VTI) is an ETF from Vanguard (US). Over the past year AMEI returned +0.58% while VTI returned +17.22%. Year to date, AMEI is up 0.58% versus a gain of 12.57% for VTI.

Past performance does not guarantee future results.

Risk: Volatility and Drawdowns

The deepest peak-to-trough decline in our data was -95.0% for AMEI and -19.3% for VTI. Drawdown depth is what each fund did in the worst stretch of the window measured above.

Fees and Cost Over Time

AMEI charges 0.76% per year while VTI charges 0.03%. On a $10,000 position that is $76 vs $3 annually, a gap of $73 per year that compounds over a long holding period. On income, AMEI currently yields 0.00% against 1.03% for VTI.

Holdings Overlap

We hold position weights for 31 holdings in AMEI and 2,787 in VTI, totalling 93.0% and 90.6% of the two funds. Neither is a share of a fund we can divide by, so no overlap percentage is shown here. Within what we can see, 20 positions appear in both.

20 positions in common, counted across the 31 positions we hold weights for in AMEI and 2,787 in VTI, against full books of 32 and 3,543.

Top Shared Holdings

StockWeight in AMEIWeight in VTIDifference
LLYEli Lilly & Co.10.60%1.40%9.20%
MSFTMicrosoft Corp 4.100 Feb 06 375.30%3.81%1.49%
AVGOBroadcom Inc4.60%2.46%2.14%
ROKRockwell Automation Inc.5.70%0.08%5.62%
GWWWw Grainger Inc.4.80%0.08%4.72%
CSCOCisco Systems Inc. - Ordinary Shares3.90%0.57%3.33%
ITWIllinois Tool Works Inc.3.50%0.10%3.40%
JNJJohnson & Johnson2.50%0.84%1.66%
JCIJohnson Controls International Plc3.20%0.12%3.08%
TXNTexas Instruments, Inc2.70%0.37%2.33%

You are not choosing between two funds in isolation.

Whichever of AMEI and VTI you pick has to sit alongside everything else you own. Add the rest and see what the combination actually holds.

AMEIVTI

Free for up to 10 holdings. No account needed.

Frequently Asked Questions

Which is cheaper, AMEI or VTI?

AMEI has an expense ratio of 0.76% while VTI charges 0.03%. VTI is the cheaper option, by $73 a year on a $10,000 investment.

Which performed better, AMEI or VTI?

Over the past year AMEI returned +0.58% vs +17.22% for VTI, so VTI leads on 1-year performance. Over the longest common window we track (4 years), AMEI annualized -57.03% vs +22.00% for VTI. Past performance does not guarantee future results. This is information, not a recommendation.

Which pays a higher dividend, AMEI or VTI?

AMEI yields 0.00% while VTI yields 1.03%, so VTI currently pays the higher dividend yield.

Is VTI better than AMEI?

VTI has a lower expense ratio. VTI led over 1Y and the full window. Which one suits a particular account depends on what it is for. This is information, not a recommendation.